Keep onboarding status accurate and alert operations coordinators

Operations coordinators miss canceled onboarding calls, leaving customer status stale in the master spreadsheet and skewing reporting. It marks the record as Cancelled and notifies customer success so rescheduling happens promptly.

Overview

Operations coordinators lose accurate reporting when canceled onboarding calls go unrecorded. This workflow flips the master spreadsheet to Cancelled and alerts customer success, eliminating stale status and enabling prompt reschedule outreach. The result is fewer missed follow-ups and clearer operational reporting.

Notable Features

Mark customer record as Cancelled
Notify customer success of cancellation
Update master spreadsheet row